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Overview
Documents tab allows you to upload, view, modify and delete archived documents in relation to the loaded record. Uploaded documents and related information will be listed in the grid.
Field Descriptions
Buttons
| • | Add (+) - Launches document upload dialogue |
| • | Delete (x) - Deletes the selected document |
| • | Magnifying Glass - Displays information related to the selected document |
| • | Up Arrow - Launches document upload dialogue |
| • | Down Arrow - Launches document download dialogue |
| • | Envelope - Launches document email dialogue |
| • | Refresh - Refreshes the view |
Document Drop
Allows you to drag and drop documents into InFocus
Document List
| • | Notes - Notes added during document upload |
| • | File Size - Size of the file (kb) |
| • | Owner - User name of the employee who uploaded the document |
| • | Date Added - Date the document was uploaded |
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